Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $42.6B
1-Year Est. Return 14.98%
This Quarter Est. Return
1 Year Est. Return
+14.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$26B
AUM Growth
+$2.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1
+$269M
2
+$173M
3
+$124M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$107M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$97.4M

Top Sells

1
+$295M
2
+$190M
3
+$53.2M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$51.5M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$46.8M

Sector Composition

1 Technology 4.49%
2 Financials 1.91%
3 Consumer Discretionary 1.72%
4 Healthcare 1.63%
5 Communication Services 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.44M 0.01%
28,119
-190
527
$1.42M 0.01%
30,354
+24,814
528
$1.42M 0.01%
11,698
+136
529
$1.42M 0.01%
19,648
+5,930
530
$1.41M 0.01%
66,765
+35,504
531
$1.4M 0.01%
19,943
+3,902
532
$1.39M 0.01%
8,971
+251
533
$1.39M 0.01%
5,988
+544
534
$1.37M 0.01%
33,406
+3,994
535
$1.37M 0.01%
22,151
+9,027
536
$1.36M 0.01%
5,411
+798
537
$1.35M 0.01%
9,009
-12,490
538
$1.34M 0.01%
10,600
+8,562
539
$1.34M 0.01%
31,842
+8,461
540
$1.34M 0.01%
5,899
+539
541
$1.34M 0.01%
2,964
+556
542
$1.34M 0.01%
16,659
+10,447
543
$1.33M 0.01%
2,984
+1,419
544
$1.32M 0.01%
12,607
-13,216
545
$1.32M 0.01%
17,388
-9
546
$1.32M 0.01%
20,574
+1,026
547
$1.31M 0.01%
25,214
-2,627
548
$1.29M 0.01%
23,322
+6,319
549
$1.29M ﹤0.01%
8,872
+961
550
$1.28M ﹤0.01%
19,241
-2,444
20 21
22
23 24